INVESTMENT CAPABILITIES

Fixed Income

Mondrian is a value manager. Our investment approach overweights those markets that are primed to generate a high real return in an investor’s base currency and hence outperform. To this end, Mondrian takes a forward-looking real income approach, investing in bond markets that offer high income in inflation and risk adjusted terms. This is done by measuring each market’s Prospective Real Yield (PRY) which incorporates Mondrian’s own inflation forecasts and its assessment of each market’s fundamental risks along with a consideration of its currency valuation. Mondrian has consistently applied this same disciplined, value-oriented process across all its fixed income products since 1990. It has produced strong long-term results.

Team

Mondrian’s Fixed Income and Currency Team is stable and experienced, with sovereign and credit capabilities. Our fixed income strategies are determined by the Fixed Income Investment Committee, which consists of the entire team and is chaired by David Wakefield, CIO, Global Fixed Income and Currency. The committee meets regularly and the team all sit together and are in constant communication. Strategy is developed collectively through the disciplined implantation of our process, via our team approach.
 

© 2020 Mondrian Investment Partners Limited is authorised and regulated by the Financial Conduct Authority â€“ Firm Reference Number 149507.
All information is as of September 30, 2020 unless otherwise noted.

North American Investors

201 King of Prussia Road
Suite 6201
Radnor, PA 19087 
United States

Non-North American Investors

Fifth Floor
10 Gresham Street
London EC2V 7JD
United Kingdom